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Building 2SCHMITT WEALTH ADVISERS, LLC

Map pinCINCINNATI, OH
Phone(513) 813-1580
NotebookSEC #801-132291
Total AUM
$135M
Employees
3
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4555 LAKE FOREST DRIVE
SUITE 235
CINCINNATI
OH 45242
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(513) 813-1580

ReceiptFinancials

Total AUM
$135M
Accounts
320
Discretionary
$125.6M
Accounts
300
Non-Discretionary
$9.3M
Accounts
20

ContactClients

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Individual Clients
95
AUM
$27.2M
HNW Individual Clients
49
AUM
$107.5M
Corporation or Business Clients
1
AUM
$298.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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